HIA

HFM Investment Advisors Portfolio holdings

AUM $246M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$89.6M
2
+$44M
3
+$29.4M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$17.3M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$9.95M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.87%
2 Healthcare 0.67%
3 Technology 0.65%
4 Energy 0.25%
5 Utilities 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$111 ﹤0.01%
+1
827
$110 ﹤0.01%
+1
828
$110 ﹤0.01%
+5
829
$110 ﹤0.01%
+2
830
$109 ﹤0.01%
+1
831
$108 ﹤0.01%
+2
832
$108 ﹤0.01%
+3
833
$107 ﹤0.01%
+1
834
$107 ﹤0.01%
+1
835
$107 ﹤0.01%
+2
836
$107 ﹤0.01%
+12
837
$106 ﹤0.01%
+5
838
$106 ﹤0.01%
+1
839
$105 ﹤0.01%
+1
840
$105 ﹤0.01%
+2
841
$105 ﹤0.01%
+3
842
$105 ﹤0.01%
+4
843
$104 ﹤0.01%
+3
844
$104 ﹤0.01%
+3
845
$104 ﹤0.01%
+2
846
$104 ﹤0.01%
+1
847
$103 ﹤0.01%
+6
848
$103 ﹤0.01%
+5
849
$103 ﹤0.01%
+2
850
$102 ﹤0.01%
+3
32 33
34
35 36